How to include a policy in the Policy Library

Follow

This article covers the following topics:

 

About Policy Library

NB: Policy library must be enabled for your company, if this is not the case, please contact your Account Manager or Support.

Policy Library can be viewed only by Employees and will not be available when logged into the portal as a Managers.

This section comprises all the policies that have been included in the Policy Library, and will available at any time to the Employees.

 

Include a new policy in the policy library

  1. Select Policy Manager from the sidebar
  2. Add a new policy (to know more about how to add a new policy, read here).
  3. Upload the policy document (to know more about how to upload a document to a new policy, read here LINK)
  4. Enable the Include in Policy Library toggle switch (mceclip1.png)
  5. The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
  6. Your policy is now included in the Policy Library and will be marked as Included in the Policy Library (mceclip0.png) in the policy manager overview

 

Include an existing policy in the policy library

  1. Select Policy Manager from the sidebar and select the policy you want to make available in the policy library
  2. Enable the Include in Policy Library toggle switch (mceclip1.png)
  3. The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
  4. Your policy is now included in the Policy Library and will be marked as Included in the Policy Library (mceclip0.png) in the policy manager overview

 

Remove an existing policy from the policy library

  1. Select Policy Manager from the sidebar
  2. Select the policy you want to remove from the policy library
  3. Disable the Include in Policy Library toggle switch (mceclip0.png)
  4. The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
  5. Your policy has now been removed from the Policy Library

 

Was this article helpful?
0 out of 0 found this helpful